Israel · Delayed Price · Currency is ILS · Price in ILA BrainsWay Earnings Call Transcripts
Fiscal Year 2026
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Revenue rose 35% year-over-year to $15.5M, with net income more than doubling and strong growth in Deep TMS system placements. Expanded payer coverage, strategic investments, and robust international demand support a positive outlook, with 2026 revenue guidance of $66–$68M.
Fiscal Year 2025
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Q4 and full-year 2025 revenue grew 27% year-over-year, exceeding guidance, with 10 straight profitable quarters and expanding margins. Recurring revenue and strategic investments are driving growth, while new FDA clearances and payer coverage support future expansion.
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Strong revenue growth, expanding recurring revenue, and strategic investments are driving scale and profitability. New clinical protocols, product innovation, and international expansion position the business for a breakout 2026, with robust payer interest and a growing addressable market.
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Record Q3 revenue of $13.5M marked a 29% year-over-year increase, with strong system placements and rising international demand. Full-year guidance was raised, margins improved, and strategic investments are driving utilization and future growth.
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Record Q2 2025 revenue of $12.6M (up 26% YoY) driven by recurring multi-year lease agreements and strong system shipments. Net profit rose to $2M, and full-year guidance was raised to $50–$52M. Strategic investments and new clinical protocols support future growth.
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Q1 2025 revenue rose 27% year-over-year to $11.5 million, with strong system placements and recurring revenue models driving growth. Full-year guidance was reiterated, and clinical pipeline progress continues, including new indications and FDA submissions expected by year-end.
Fiscal Year 2024
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Q4 and full year 2024 saw strong revenue growth, record system placements, and expanding enterprise demand, with gross margin steady at 75%. Guidance for 2025 projects 20–24% revenue growth, continued profitability, and robust R&D investment.
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Q3 2024 saw 26% revenue growth, strong profitability, and a robust cash position, supported by strategic financing and expanding global demand. Guidance for 2024 was raised, with continued focus on enterprise and international growth, R&D, and reimbursement.
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Q2 2024 saw 28% revenue growth, positive net income, and expanded international reach, with FDA approval extending Deep TMS use to older patients. Full-year guidance was raised, and strong cash flow and profitability are expected to continue.